2020 distribution & tax information available
To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds.
2020 actual annual distributions are now available.
Featured content
Keep up to speed on the market with insights, resources, and more.
2020 election resources for financial professionals
Insights and perspectives to help you serve your clients.
2021 Schwab Market Outlook
Learn what experts from the Schwab Center for Financial Research think, heading into the new year.
Championing investors and the professionals who serve them
At Charles Schwab Investment Management, we are committed to offering investors a straightforward lineup of core investment products and solutions at a low cost.
Find a product
Use the filter to find the product you’re interested in and download important information, including pricing and performance.
Featured insights and news
See our latest highlights.
Charles Schwab Investment Management, Inc. (CSIM) is monitoring the companies impacted by the Executive Order dated November 12, 2020 (Executive Order) as updated by the U.S. Department of Defense (DoD) and the U.S. Treasury’s Office of Foreign Assets Control (OFAC) and has reviewed the holdings of its client accounts, including advised mutual funds and exchange-traded funds (ETFs), against these published lists. CSIM is also consulting with the index providers to the mutual funds and ETFs.